AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Sells

1 +$1.14M
2 +$1.04M
3 +$1.02M
4
PSBD icon
Palmer Square Capital BDC
PSBD
+$417K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 18.07%
2 Healthcare 12.63%
3 Financials 10.09%
4 Industrials 7.52%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ZTS icon
151
Zoetis
ZTS
$48.5B
$197K 0.01%
1,569
BUD icon
152
AB InBev
BUD
$141B
$192K 0.01%
3,004
+4
SPTM icon
153
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.9B
$190K 0.01%
2,298
COF icon
154
Capital One
COF
$121B
$185K 0.01%
764
IJR icon
155
iShares Core S&P Small-Cap ETF
IJR
$101B
$180K 0.01%
1,500
+1
BCS icon
156
Barclays
BCS
$77.8B
$179K 0.01%
7,038
JPST icon
157
JPMorgan Ultra-Short Income ETF
JPST
$37.8B
$177K 0.01%
3,500
CP icon
158
Canadian Pacific Kansas City
CP
$77.5B
$177K 0.01%
2,399
DIS icon
159
Walt Disney
DIS
$183B
$173K 0.01%
1,524
ACGL icon
160
Arch Capital
ACGL
$34.9B
$173K 0.01%
1,800
UNH icon
161
UnitedHealth
UNH
$321B
$164K 0.01%
496
DUK icon
162
Duke Energy
DUK
$99.6B
$158K 0.01%
1,348
GEV icon
163
GE Vernova
GEV
$312B
$153K 0.01%
234
ORLY icon
164
O'Reilly Automotive
ORLY
$77.9B
$150K 0.01%
1,650
AGL icon
165
Agilon Health
AGL
$416M
$145K 0.01%
8,400
IJS icon
166
iShares S&P Small-Cap 600 Value ETF
IJS
$7.68B
$145K 0.01%
1,271
GSY icon
167
Invesco Ultra Short Duration ETF
GSY
$3.6B
$138K 0.01%
2,750
FXL icon
168
First Trust Technology AlphaDEX Fund
FXL
$1.46B
$135K 0.01%
800
EFSC icon
169
Enterprise Financial Services Corp
EFSC
$2.12B
$133K 0.01%
2,460
AJG icon
170
Arthur J. Gallagher & Co
AJG
$56.3B
$131K 0.01%
505
-484
NJR icon
171
New Jersey Resources
NJR
$5.69B
$124K 0.01%
2,680
AVMC icon
172
Avantis US Mid Cap Equity ETF
AVMC
$347M
$123K 0.01%
1,743
IBIT icon
173
iShares Bitcoin Trust
IBIT
$62.2B
$122K 0.01%
2,450
-650
AVDS icon
174
Avantis International Small Cap Equity ETF
AVDS
$271M
$119K 0.01%
1,706
ILCG icon
175
iShares Morningstar Growth ETF
ILCG
$2.87B
$117K 0.01%
1,128
+1